WebSphere Commerce EnterpriseWebSphere Commerce Professional

Creating a quote from an order

To create a new quote using the information in an existing order:

Procedure

  1. Log on to the IBM Sales Center.
  2. Select a store.
  3. Find the order on which you want to base the quote.
  4. Perform one of the following actions:
    • Right-click the order in the Stores view, and then click Create Quote from Order.
    • In the Order editor, click Create Quote.

      Note: To create a quote from an order, the order status must be pending.

  5. Modify the quote as necessary using the Quote editor.

    Note: All items in the new quote are re-priced, and any previously negotiated prices will need to be re-negotiated.

  6. Click the Apply button to apply your changes before clicking on the Payment page.
  7. Click Complete Quote.